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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review the Fed’s Flow of Funds report and quarterly data on county business establishments, employment, and wages.
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we quantify the exposure of the US economy at the national and state level to NAFTA trading partners in the US and Mexico.
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we review recent high yield market price action. We also take a look at the declining frequency of strikes, lower unionization, and shift in labor bargaining power.
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we discuss the duration of the US equity market. We also make the case that the Canadian dollar has further to fall versus greenbacks.
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Looking for deeper insight on global markets and economics? In tonight’s Closer sent to Bespoke clients, we recap weekly price action in major asset classes, update economic surprise index data for major economies, chart the weekly Commitment of Traders report from the CFTC, and provide our normal nightly update on ETF performance, volume and price movers, and the Bespoke Market Timing Model. This week, we’ve added a section that helps break down momentum in developed market foreign exchange crosses.
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Looking for deeper insight on markets? In tonight’s Closer sent to Bespoke Institutional clients, we break down what the announcement of new tariffs by the White House today means. We also discuss weak auto sales and strong inflation.
See today’s post-market Closer and everything else Bespoke publishes by starting a 14-day free trial to Bespoke Institutional today!